Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.19%
3 year
10.21%
5 year
6.23%
10 year
6.63%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
6.05%
Sharpe
1.65
Sortino
3.33
Max drawdown
-14.08%
Best month
6.70%
Worst month
-8.94%
Beta vs VTSAX
0.48
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.